See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,998 | $98,750-91.9% | $149,696-94.7% | $79,858-90.0% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.6%+22.0pp |
| Annual return | 20.22% | 27.43%-7.2pp | 276.60%-256.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,311 | $3,216-59.2% | $4,644-71.8% | $2,471-46.9% |
| Participant deferral / active EE | $3,010 | $5,680-47.0% | $6,842-56.0% | $3,740-19.5% |
| Admin fee / account holder | $663 | $6,053-89.1% | $9,309-92.9% | $5,306-87.5% |